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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1801
Rockland Trust
Massachusetts
$334K -$15.1K -70 -4%
TWA
1802
TCI Wealth Advisors
Arizona
$334K +$30.1K +140 +10%
PAG
1803
Powers Advisory Group
Illinois
$334K +$135K +627 +66%
CBT
1804
CoreFirst Bank & Trust
Kansas
$333K
PFA
1805
Pathway Financial Advisors
Vermont
$333K +$8.18K +38 +2%
CCA
1806
Cobblestone Capital Advisors
New York
$331K
CCM
1807
Chiron Capital Management
Florida
$331K +$335K +1,557 New
WWP
1808
Waypoint Wealth Partners
California
$330K -$35.1K -163 -9%
TCBWMS
1809
Texas Capital Bank Wealth Management Services
Texas
$330K +$74.9K +348 +29%
CPWM
1810
Cypress Point Wealth Management
Texas
$328K
IIC
1811
Integrated Investment Consultants
Michigan
$327K -$11.8K -55 -3%
SOS
1812
Silver Oak Securities
Tennessee
$327K +$357K +1,658 New
GRP
1813
Global Retirement Partners
California
$327K +$448K +2,081 New
WA
1814
Wealth Architects
California
$326K +$14K +65 +4%
CIP
1815
Convergence Investment Partners
Florida
$325K -$16.1K -75 -5%
GWANC
1816
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K +$88.7K +412 +37%
GJIC
1817
Gamble Jones Investment Counsel
California
$322K -$194K -900 -37%
PP
1818
Pegasus Partners
Wisconsin
$322K -$4.74K -22 -1%
TCM
1819
Traynor Capital Management
Pennsylvania
$320K -$88.9K -413 -21%
MCM
1820
Mengis Capital Management
Oregon
$320K -$4.74K -22 -1%
NIM
1821
Northeast Investment Management
Massachusetts
$319K +$8.39K +39 +3%
QCIG
1822
Quad-Cities Investment Group
Iowa
$319K +$10.8K +50 +3%
BBW
1823
Blue Barn Wealth
Utah
$319K +$12.3K +57 +4%
P
1824
&Partners
Tennessee
$319K +$40.9K +190 +14%
FFG
1825
Ford Financial Group
California
$319K +$49.9K +232 +18%